Is Monday A Crm System 2022

This article is focused on answering Is Monday A Crm System …I’m a customer success supervisor here at monday.com and we’re gon na have a sophisticated webinar for the marketing walkthrough i’m gon na show you 3 specific on boards which are usage cases for banner and landing page demands think of it more like creative requests from designers material so on and so forth copywriters um a social media preparation and style or an editorial calendar as you want kimberly um and we’re going to discuss marketing project tracking and i want to show you an in e-mail marketing um integrity that we have with mailchimp and after that i want to reveal you a slip a sneak peek of how in two weeks you’re going to be able to integrate with facebook for facebook ads so i’ll show you people that too and lastly i’m going to show you control panels um so let’s begin in a minute i just want to bring up the um thing that i wished to show you men so i have it open and then we’re going to start incredible all right let’s begin and landing page request i’m presuming

 

you men i’m just gon na reveal um talk about the basics actually rapidly but i make certain you men know that this is a board each one of these are called a group and each row is called an item today we’re going to review combinations automations views and a lot more enjoyable stuff so the way i divided my board here is in between months however you can do this in between tasks or customers and it actually simply depends upon your workflow and the method we did it here to you can do it any way you want but a cool way to get a quick before dealing with a creative request is utilizing the form so a kind essentially takes all your columns and makes it a link that other people can fill out which they can submit files um a text column of like what they’re looking for the size of uh the banner that they desire the designer to create and i’ll all right let me show you how to create a form but generally this type can be found in here and after that the team lead of the innovative design group or any other team can appoint a certain designer to work on it so let me reveal you people how to include a type and create if anything is too quick or something is not clear please compose it to me in the chat and i’ll try clarify so i can go here add view i advise you guys examine the view area since it’s just another method to reveal um all your items just see things on a calendar or in a chart or you desire a file view another way to see um specific things on your board so close the kind view and like i stated it takes certain columns not the individual column obviously however other columns that you can hide or make um viewable for the individual that is going to be offered the form they can publish this file if you wish to require it you can constantly do a checkbox and then they can’t send the kind without filling this details in so you can really simply develop any column with anything that you guys need when a creative request can be found in make it a kind share the type preview the program you people how a kind appears like um the name of the demand you desire you wish to add a certain short with a certain i know each business has a certain structure that

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they use um when do you require it by the priority and so on and so forth um you can take this link after put one second let me click the form i can share it i can get this link or embed it in a website copy it send it to whoever let’s just make look i’ll simply reveal you men let’s fill it in and you can see um webinar demand test i can include a particular declare example today whatever remains in the planning concepts stage and i require the imaginative department to assist me it’s right now where i’m dealing with it i need it by might 23rd and it remains in highest concern i want to send it and let me reveal you guys how it is available in on the board webinar request test so it’s constantly going to enter the very first group which is necessary to know and then it can be called demands or concepts being available in and then i can simply go ahead take it and move it to a specific group that i believe it’s relevant for in this case it needs to be done by may so i’m going to keep it in this group i can move it to another board or another group depending upon how you detail your workflow just to ensure you guys are all with me um is this clear um right in the chat yes or no if you understood the type and it’s interesting to you just write yes so i can get feedback while you men are listening yay yes yes incredible incredible remarkable i’m glad you men are listening and comprehend whatever great um if any of these columns are you’re not acquainted with them simply compose me in the chat and i’ll discuss them too and now i’ll simply provide like a brief introduction this is the individual column as you men know we have our seven core columns here and after that we have more interesting columns when i go to more columns so it’s either a timeline where i can have it also on the item itself and also as a view we’ll get to that um soon um dale you just ask presuming one kind can populate several columns on one board yes dell you are appropriate every column that you produce can be practically every column you develop can be in a kind view and individuals can fill it out and it is available in as a product on the board fantastic so this is our column center what we utilize here is a concern one we called it concern however it’s generally a ranking column um we have actually a. Is Monday A Crm System

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file column and we have a tags column what i like about the tag column is if i click on this today it’s going to do a cross board search about every board i have on my um account and it’s going to search facebook it’s going to do a cross board search let me show you men how that works i can see that it’s my board specifically i can see that it’s another board and after that if i have a specific task i’m working on i can just connect them with tags and then i can cross board search it to what it matters for so i discover that extremely cool and i love i enjoy the tech college let me just get out of here [Music] alright um [Music] and yeah and i’m not exactly sure if you men know what this is however this is a status column and this is a date column and the method i linked them together and did due date mode is let me reverse this so i might reveal you men remove due date mode essentially what i want to do i want to set as deadline i wish to take the status column but i could take any status column i have for example the. Is Monday A Crm System